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In the navigation panel, double-click Relationships> Email Batches.
Click New in the ribbon to create a new email batch. The new email batch screen will display.
From the drop down in type select Sale Quotes
Enter an Email Name to best describe the batch
You may wish to change the Email Subject. This is drawm from a System Reference - Email Batch Defaults >Accounts Receivable Follow Up.
If you do not wish to receive a BCC, remove the email address
Click on Extract Batch from the top panel, pop up box will appear
Enter a Statement Date. The date entered is used to calculate the ageing used on the statement
Turn the appropriate check boxes on
- Leave Start Customer and End Customer blank if you wish to extract statements for all customers other make a selection
You must either enter a “Start Date and End Date” and you can also enter a Query.
Click OK
Review the details that have been extracted into the Batch
If there are multiple email addresses for the One customer, you may wish to only send out 1 reminder. Highlight one of the email addresses you dont want to email in the detail line and click on Delete. Remember to always click on Save on any changes to the Email Extract.
Once you are happy with the batch extract and tidyup
Click Run Batch Now from the top ribbon.
You are then taken to the Log Window and the process begins.
Once completed the 'Success' flag on the detail lines tab will all be ticked. Check.
Email batch sending status checking is similar to Sending customer statements using an email batch An email with a link to the quote will be sent to the customer
(System : Sales : WEB-PORTAL-QUOTE-ENABLE should be True)
Product Notes would be included in email
Custom words for “Number of Students” to be appeared in Email and Web
Customers can change the Qty if they require and than click the submit button
If the customer changes the qty it will update instantly on the quote within Readysell (including Last Modified and Audit Trail added)